历史新高！刚刚，集体大涨

Core Viewpoint - The Asia-Pacific markets are experiencing a collective rise, with significant gains in the South Korean and Japanese stock markets, driven by strong performances in the semiconductor sector and upcoming political events [1][5]. Group 1: South Korean Market - The KOSPI index in South Korea reached a new historical high, with an intraday increase of over 1%, peaking at 3481.96 points [2]. - Samsung Electronics saw its stock price rise by over 4%, with a market capitalization exceeding 490 trillion KRW, following reports of successful testing of its 12-layer stacked HBM3E chips by NVIDIA [3]. - Exports in South Korea showed a year-on-year decline of 10.6% for the first 20 days of September, while semiconductor exports increased by 27%, continuing the 30% growth from August [3]. Group 2: Japanese Market - The Nikkei 225 index in Japan rose by nearly 1.3%, with notable gains in semiconductor stocks such as LASERTEC and Renesas Electronics [5]. - The upcoming election for the new president of the ruling Liberal Democratic Party is expected to influence market sentiment, with candidates focusing on key issues like high prices and cooperation with opposition parties [6]. - The Bank of Japan plans to gradually reduce its ETF holdings by approximately 330 billion JPY (around 2.2 billion USD) annually, indicating increased confidence in the economic outlook despite challenges [7].